By: Jacqueline R. Bowden Gold, Miami Lakes and Weston Estate Planning Attorney Don’t make the mistake of drafting your own Will and estate plan to save money. With general forms available and online companies that claim to walk you through the “easy” drafting process, it is common to fall prey…
By: Phil Rarick, Weston Estate Planning Attorney Editor’s Note: The following is a public service Alert from Rarick & Bowden Gold, P.A. This firm does not offer or recommend Remote Online Notarization Service providers. Beginning January 1, 2020 Florida joins 20 other states allowing Remote Online Notarization or “RON” for…
By Phillip B. Rarick, Esq., Miami Asset Protection Attorney If you have never checked Florida’s website for lost accounts and abandoned property you should do so – immediately. You may be pleasantly surprised! You may think that it is not possible that you have any “unclaimed” property held by the…
By Phil Rarick & Jacqueline Bowden Gold, Weston Estate Planning Attorneys In 1992 estate planning attorneys Robert Esperti and Renno Peterson wrote the best selling book, The Living Trust Revolution that captured the major shift in estate planning arising from the $6.8 trillion worth of wealth transfer beginning to take…
One Thing Every Parent Should Have For Their Children – Instructions! By Phil Rarick, Weston Estate Planning Attorney You and your spouse are finally going out for the evening. The babysitter, a high school student, has arrived and you are loading the young woman with last-minute instructions: time for bed, make…
By Phillip B. Rarick, Weston Estate Planning Attorney Irrevocable minors trusts should always be an important tool in the Family Law Attorneys bag of tools because a well designed trust can address multiple issues that cannot be fully resolved through a Marital Settlement Agreement. It may be a good idea…
By Phillip B. Rarick, Esq. and Jay R. Beskin, Esq. Last year the Federal annual gift tax exclusion was $15,000 and the amount remains the same for 2019. This means you can walk down the street and give out $15,000 to every person you meet and not have to file…
By: Phil Rarick, Esq. A Short Story With a Big Lesson Everyone admired the Anderson family. Walter and Joan had 5 children and had worked hard all their lives to give their children the best of American life: each child received a car when they were a junior in high…
By: Phillip B. Rarick, Weston Estate Planning Attorney In 2008 Florida passed an amendment to our Trust Code designed to allow a Trustee to use trust funds to pay legal fees incurred in defending a breach of trust litigation without prior court approval, so long as the Trustee gave notice…
By: Phil Rarick Here is a scenario we see more and more with persons who try to do estate planning themselves, specifically Florida Wills, without consulting with an experienced estate planning attorney. Louise has three adult daughters, Erma, Madeline, and Roseanne. The daughters are all close and speak to each…